Boyd Wealth Management, LLC Spdr Ser Tr Spdr Portfolio Int Transaction History

Boyd Wealth Management, LLC

$197 Million
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 20, 2023	BUY	$28.28 - $29.26 $14.1 Million - $14.6 Million	498,526 New	498,526 $14.1 Million
Q4 2022 Jan 20, 2023	SELL	$27.57 - $28.82 $2.84 Million - $2.97 Million	-103,032 Reduced 17.14%	498,103 $0
Q3 2022 Oct 17, 2022	BUY	$27.87 - $30.06 $5.95 Million - $6.42 Million	213,535 Added 55.09%	601,135 $16.9 Million
Q2 2022 Aug 03, 2022	SELL	$28.62 - $30.13 $3.31 Million - $3.49 Million	-115,770 Reduced 23.0%	387,600 $11.4 Million
Q1 2022 Apr 29, 2022	BUY	$30.11 - $31.87 $7.94 Million - $8.4 Million	263,575 Added 109.92%	503,370 $15.2 Million
Q4 2021 Feb 07, 2022	BUY	$31.85 - $32.4 $7.64 Million - $7.77 Million	239,795 New	239,795 $7.69 Million

Others Institutions Holding SPTI

# of Institutions

344

Shares Held

205M

Call Options Held

0

Put Options Held

800

Lpl Financial LLC Fort Mill, SC

36.8M
Shares

$1.03 Billion
0.49% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

34M
Shares

$947 Million
2.03% of portfolio
Municipal Employees' Retirement System Of Michigan

26.4M
Shares

$736 Million
10.12% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.67M
Shares

$186 Million
0.05% of portfolio
Mather Group, Llc. Chicago, IL

6M
Shares

$167 Million
2.25% of portfolio

About SPDR SER TR SPDR PORTFOLIO INT

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